Last month on Technical Tax Tuesdays, I wrote about Roth recharacterizations in general, and gave an example of a simple recharacterization. This month, I'll look at a more complex recharacterization. As mentioned in last month's column, the tax consequences of a Roth recharacterization are simple if no other money has been put into the Roth IRA [...]

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The articles on this blog are presented for general informational purposes only. This blog, and any responses to questions posed in the "comments" section of blog posts, should NOT be considered tax advice. Because each taxpayer's situation is unique, you should pay a tax advisor to discuss your unique situation before you make any financial decisions.